Best Simplicity Insurmark Podcasts (2025)

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Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86) 32:16

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20d ago32:16

32:16

Tax law is changing again, and with it, the way advisors should guide their clients. The One Big Beautiful Bill Act (O-B-B-B-A) introduces provisions that impact everyday retirees, mass affluent professionals, and high-net-worth families alike. In this episode of The Breakthrough Advisor, host Randy Yost sits down with David Foster, JD, AEP, CLU®, …

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How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85) 36:30

2M ago36:30

36:30

Is your practice ready for the ripple effects of the next big tax wave? In this high-impact episode of The Breakthrough Advisor, Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax divers…

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Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84) 41:47

4M ago41:47

41:47

What if mastering human connection, not just products or processes, was the most important skill in your practice? In this powerful episode, host Randy Yost sits down with Jason Jenkins, Executive Vice President at Simplicity, to uncover what sets elite advisors apart. With nearly three decades in the industry, Jason shares his journey from selling…

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Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83) 28:30

8M ago28:30

28:30

What’s the secret to increasing your win rate from 85% to 100%? You might be surprised to learn that it starts with a personal story. Join Randy Yost on the Breakthrough Advisor Podcast as he chats with Deirdre Van Nest, an expert in helping advisors and entrepreneurs create their “personal brand why story.” Deirdre opens up about overcoming her fe…

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Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82) 33:17

9M ago33:17

33:17

What does Social Security mean for your clients’ future? In this episode, Jack Martin chats with David Duley, CEO and founder of PlanGap, about the ever-shifting landscape of Social Security and how advisors can help clients navigate these changes. The discussion dives into the implications of the recently signed Social Security Fairness Act and it…

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Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81) 35:47

10M ago35:47

35:47

Are you delivering what clients truly want? In this episode of The Breakthrough Advisor Podcast, your host Jack Martin engages with Tom Rieman, CPWA®, a seasoned professional with over 25 years in the financial industry, to explore the crucial elements that drive a successful advisory practice. With an eye on Practice Intel, Tom introduces a fresh …

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Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80) 34:33

11M ago34:33

34:33

Curious about how the latest Social Security reform might impact you or your clients? In this episode, Jack Martin sits down with Mary Beth Franklin, CFP® to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning. They dive into the implications of the windfall elimination provision and the governm…

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Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79) 34:47

11M ago34:47

34:47

Are financial advisors finally realizing there’s more to life than being tethered to their desks? Dive into the dynamics of thriving in the advisory business and the path toward sustainable success. In this episode, Jack Martin interviews David Grau Jr, MBA, the CEO of Succession Resource Group, and Co-Founder of LendingWell, to discuss the buzz ar…

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Post-election IRA and tax planning strategies with Ed Slott (Ep. 78) 33:19

11M ago33:19

33:19

What does the future hold for your financial planning strategies? In this episode, Jack Martin sits down with Ed Slott, a renowned IRA expert, to discuss how advisors can transform their approaches to IRAs and tax planning in the face of changing legislation and economic trends. They dive deep into strategies for converting traditional IRAs into Ro…

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Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77) 28:47

12M ago28:47

28:47

Have you ever wondered how building trust can set you apart in a commoditized financial sector? You can transform your practice with trust-based selling. In this episode, Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his revolutionary approach, the “One Call Sale,” and how it compresses the sales cycle …

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Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76) 34:36

1y ago34:36

34:36

Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services. The post Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76) first appeared on Simplicity InsurMark.By Simplicity InsurMark

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Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75) 37:05

1y ago37:05

37:05

Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation. The post Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75) first appeared on Simplicity InsurMark.By Simplicity InsurMark

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What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74) 30:28

1y ago30:28

30:28

Jack Martin chats with Debra Taylor about making tax planning a year-round effort. Learn how regular tax strategy can ease the year-end crunch. The post What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74) first appeared on Simplicity InsurMark.By Simplicity InsurMark

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Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73) 41:09

1y ago41:09

41:09

Jack Martin discusses strategies for optimizing retirement income with Mary Beth Franklin. Mary Beth shares advice to help stay ahead in a changing landscape. The post Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73) first appeared on Simplicity InsurMark.By Simplicity InsurMark

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Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72) 29:37

1y ago29:37

29:37

Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™. The post Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72) first appeared on Simplicity InsurMark.By Simplicity InsurMark

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Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71) 30:00

1y ago30:00

30:00

Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges. The post Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71) first appeared on Simplicity InsurMark.By Simplicity InsurMark

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Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70) 29:24

1+ y ago29:24

29:24

Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning. The post Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70) first appeared on Simplicity InsurMark.By Simplicity InsurMark

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Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69) 35:32

1+ y ago35:32

35:32

Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice. The post Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69) first appeared on Simplicity InsurMark.By Simplicity InsurMark

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Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68) 32:31

1+ y ago32:31

32:31

In this episode of The Breakthrough Advisor™, Jack Martin sits down with Patrick Kelly to explore the powerful benefits of integrating life insurance into retirement strategies. The post Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68) first appeared on Simplicity InsurMark.…

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Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67) 35:55

1+ y ago35:55

35:55

Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by trust. The post Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67) first appeared on Simplicity InsurMark.By Simplicity InsurMark

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Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66) 33:54

1+ y ago33:54

33:54

There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager and top Carson Wealth advisor. …

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Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65) 31:30

1+ y ago31:30

31:30

Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore how to navigate life-changing client …

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Unlock the Secret to Exceptional Organic Growth (Ep. 64)

1+ y ago

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In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the proven strategies and secre…

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Living Too Long is About More Than Just Money (Ep. 63) 31:59

1+ y ago31:59

31:59

We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into […] Th…

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How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62) 35:02

1+ y ago35:02

35:02

Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today’s digital age. Jack Martin interviews Robert Sofia, co-founder and CEO of Snappy Kraken, about why some firms…

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Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61) 34:09

1+ y ago34:09

34:09

Retirees are often so worried about running out of money that they fail to enjoy their golden years to the fullest. As their advisor, you can help them find the confidence to spend. Tune in to Jack Martin’s conversation with Tamiko Toland (aka the Annuity Yoda), co-founder of IncomePath, about how advisors can help clients […] The post Giving Retir…

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Cracking the Client Acquisition Code with Carl Richards (Ep. 60) 31:49

1+ y ago31:49

31:49

Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach. Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections by taking micro-actions every day. The episode addresses the core […] The post Cra…

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How to Wire Your Mindset for Success with Dr. Kevin Elko (Ep. 59) 24:22

1+ y ago24:22

24:22

Every day, advisors face the challenge of adapting to the blistering pace of change that redefines their approach to success. The world has moved beyond IQ, even EQ. Today, TQ, or a transformational mindset, is more critical than ever to stay ahead in the game. The post How to Wire Your Mindset for Success with Dr. Kevin Elko (Ep. 59) first appeare…

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How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58) 15:35

1+ y ago15:35

15:35

In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What financial planning opportunities does the current landscape po…

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The Growth Engine Blueprint for Advisors with Stephanie Bogan (Ep. 57) 33:25

2y ago33:25

33:25

Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients. They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle! Learn how to do just that with Jack Martin and […] The post The Growth Engi…

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Integrating Indexed Annuities Into the 60/40 and Other Portfolios with Laurence Black and Dr. Jay Watson (Ep. 56) 40:02

2y ago40:02

40:02

Is the 60/40 portfolio dead? What is it? Why does it matter? Advisors helping clients choose where to allocate their retirement savings increasingly rely on indexed products. Not all products perform the same in different market cycles. Where are markets headed, and how can advisors manage client expectations? With hundreds of indices in the market…

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Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55) 26:41

2y ago26:41

26:41

There is a pressing need for advisors to address the rising wealth transfer concerns. There are also evolving tax legislations to be considered. How can advisors navigate these changing environments? Find out in this episode of The Breakthrough Advisor™ as Ed Slott, founder and president of Ed Slott and Company, LLC, joins Jack Martin to […] The po…

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Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54) 29:12

2y ago29:12

29:12

With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As a thriving entrepreneur in the FinTech innovation and wealt…

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Creating an Unforgettable Client Experience (Ep. 53) 23:05

2y ago23:05

23:05

Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorable one? Find out in this episode as Jack Martin uncovers the biggest reasons why clients dread meeting their advisors and most importantly, how to […]…

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Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52) 29:16

2y ago29:16

29:16

Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode, Chris Field, Holistiplan’s chief growth officer, joins Jack Martin to […] The …

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Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51) 35:07

2y ago35:07

35:07

There's an emerging opportunity gap where 75% of boomers would like more protected lifetime income but only 33% say they hear their advisors talk about it. The post Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51) first appeared on Simplicity InsurMark.By Simplicity InsurMark

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Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50) 28:30

2y ago28:30

28:30

The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful. In other words, they want proactive advice during moments that matter. In this episode, Philipp Hecker, the CEO of Bento Engine, joins Jack Martin to talk about how advisors can personalize client…

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The Path to Hyper-Growth: Here’s How to Turn Your Business Into an Organic Growth Engine (Ep. 49) 22:54

2y ago22:54

22:54

Advisors have historically relied on referrals. But how do you stop the referral streams from drying up? How do you achieve sustainable organic growth instead of solely relying on market gains? Find out in this week’s episode as Jack Martin explores the path to hyper-growth for financial advisors. Tune in as Jack talks about leveraging […] The post…

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Charting New Paths with Jeff Maxey (Ep. 48) 15:50

2+ y ago15:50

15:50

Marking a remarkable milestone, InsurMark recently celebrated its 40th anniversary! And amidst this jubilant occasion, InsurMark also appointed a new president, Jeff Maxey, who is on a mission to help advisors take their businesses to new levels of success. In this episode, Jack Martin interviews Jeff about the major changes he envisions for the co…

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Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47) 32:41

2+ y ago32:41

32:41

In this episode, Jack Martin sits down with Brittany Hodak, keynote speaker and the author of “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates,” to explore her journey in creating superfans. The post Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47) first appeared on Si…

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Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes (Ep. 46) 23:49

2+ y ago23:49

23:49

In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firm’s Health Analysis and Longevity Optimizer (HALO) and ways it’s revolutionizing longevity planning for advisors and their clients. The post Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes…

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An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45) 26:57

2+ y ago26:57

26:57

In this episode, Marc Lamson, the president of ASLAN Training, explores the techniques advisors need to convert leads into long-term clients while unveiling powerful strategies to unlock the potential of organic growth. The post An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45) first appeared on Simplicity InsurMark.…

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The Seven Elements To Building A Million-Dollar Business, Part 2 (Ep. 44) 24:18

2+ y ago24:18

24:18

In this episode, Jack Martin continues to talk about the elements you need to build a million-dollar business. From defining your niche to lead capture and the concept of funnels, Jack unveils how these elements contribute to growing your business while enhancing the relationship you have with your clients. The post The Seven Elements To Building A…

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Advisors, Ready To Become A Trusted Authority And A Lead Magnet? Get Started with Matt Halloran (Ep. 43) 30:26

2+ y ago30:26

30:26

In this episode, Jack Martin sits down with Matt Halloran, the co-founder and chief relationship officer at ProudMouth. Matt explores the ins and outs of influence for financial advisors and the importance of building trust and connection with clients and prospects. The post Advisors, Ready To Become A Trusted Authority And A Lead Magnet? Get Start…

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Mastering the FIA Index Landscape: Harness Expert Insights and Comprehensive Ratings for Optimal Asset Allocations with Laurence Black (Ep. 42) 29:05

2+ y ago29:05

29:05

This week, Jack Martin sits down with Laurence Black, the founder of The Index Standard®. Laurence explains how his platform is providing clarity and simplifying complex index concepts for financial advisors and their clients. The post Mastering the FIA Index Landscape: Harness Expert Insights and Comprehensive Ratings for Optimal Asset Allocations…

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Capitalizing on Inflation and Taxes: A Three-Year Window for Advisors with Ed Slott, CPA (Ep. 41) 18:00

2+ y ago18:00

18:00

Are you an advisor looking to help your clients minimize future tax burdens? In this episode, Ed Slott talks about inflation and taxes while detailing some strategies advisors can use to help clients minimize future tax burdens. Listen in as Ed explains how inflation can benefit tax planning, the three-year window of opportunity to capitalize […] T…

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Removing Mental Roadblocks: How To Change Anyone’s Mind with Jonah Berger (Ep.40) 26:55

3y ago26:55

26:55

Get ready to discover the secrets to removing barriers and making your ideas contagious in this week’s episode of The Breakthrough Advisor with Jonah Berger, bestselling author, and professor at Wharton School at the University of Pennsylvania. The post Removing Mental Roadblocks: How To Change Anyone’s Mind with Jonah Berger (Ep.40) first appeared…

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The Steps To An Effective Marketing Plan, Part 1 (Ep. 39) 27:49

3y ago27:49

27:49

This week, Jack Martin covers three out of the seven elements of an effective marketing plan for financial advisors. Jack shares the key ways to grow in the financial space and how to use these must-know elements to create a strategy to keep your clients engaged. The post The Steps To An Effective Marketing Plan, Part 1 (Ep. 39) first appeared on S…

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Differentiation & Digitalization: Advisors, Here’s What You Need To Thrive in 2023 with Stephanie Bogan (Ep. 38) 27:20

3y ago27:20

27:20

In this episode, uber successful business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack the keys to being a happier and more successful advisor in 2023. Stephanie details the mindset and strategies that ambitious advisors should adopt in order to experience hockey stick growth in 2023. The post Di…

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The New Retirement Mindset with Dr. Wade Pfau (Ep.37) 30:03

3y ago30:03

30:03

In this episode, Jack Martin is joined by Dr. Wade Pfau from The American College of Financial Services. Dr. Pfau unveils must-know strategies for effective retirement planning while detailing the tips and tricks you need to maximize your client’s retirement income through tax planning and efficient distribution. The post The New Retirement Mindset…